Overweight $XYZ ; Raising Price Target to $140+

Jul 18

- XYZ has been included to S&P 500 . It's a big news for XYZ, this was one of the undervalued stock, treated like a dog but this company is always innovating and has strong talented employees.

- On top of that now XYZ will get passive funds which is massive and bullish for the company.

Jul 21

Note

BTC price increase in this past quarter was tremendous which should reflect positively in XYZ balance sheet this upcoming quarter.

Jul 22

Note

XYZ is testing accepting the payment in BTC with initial set of sellers on Square app.

THIS IS F..... BULLISH. Gonna be first company to enable payments & transactions to be received via BTC.

Jul 22

Note

block.xyz/inside/block-to-roll-out-bitcoin-payments-on-square

They are testing this out with initial set of merchants on Square.

Jul 22

Note

On July 22, 2025

Square relative volume was 13.88x the normal volume. 🤯

Jul 22

Note

- PYPL market cap is around 73.91B and XYZ just 48 B as of July 22, 2025.

- Ideally, PYPL market cap should be swapped with $XYZ. PYPL is slow growing business with little to no innovation and poor talented employees as compared to XYZ

Jul 22

Note

Other companies like HOOD, COIN are just holding BTC in reserves and charging transaction fees. Then there are other companies which are just holding BTC as treasury like MSTR

Well... Well.... Well... If one wants to see wide adoption of crypto then businesses should have ability to accept BTC for items. Let's say you go to a coffee shop for a coffee. Imagine paying the coffee shop with your Cash App to the Square Terminal in BTC

The scale is massive. Shout out to XYZ for revolutionizing the commerce and educating everyone about BTC and potentially showing the actual usage of it by being used as a medium for transaction.

Jul 24

Note

XYZ launched handheld devices in Japan to target Asia as part of international expansion.
ainvest.com/news/square-launches-square-handy-japan-44980-target-asia-cashless-payment-surge-2507/

Jul 24

Note

Gap fill before earnings would be appreciated so that we don't have to close the GAP later around 70s